greeksoup/ stock research
Stock research / United States / Funds / Generation Investment Management LLP

Generation Investment Management LLP

CIK 1375534 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Generation Investment Management LLP reported 28 US-listed holdings worth $10.29 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Danaher Corp. (12.5%), Amazon.com Inc. (12.0%) and Microsoft Corp. (11.3%). Against the quarter before, it opened 1 position, added to 11, trimmed 15 and sold out of 2.

Reported holdings$10.29B-7.8% on Q1 2026
Positions28-1 on Q1 2026
The largest ten74.4%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toTrimmed
DHR12.5%AMZN12.0%MSFT11.3%MELI7.8%WST7.1%GOOGL6.9%V5.1%STE4.7%TRMB3.6%COO3.5%NTNX3.3%MSCI2.9%EFX2.8%INTU2.8%14 more13.7%

The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $21.41 billion in 42 positions$21.4BQ3 24Q4 2024: $19.17 billion in 38 positions$19.2BQ4 24Q1 2025: $16.56 billion in 38 positions$16.6BQ1 25Q2 2025: $15.73 billion in 37 positions$15.7BQ2 25Q3 2025: $15.10 billion in 33 positions$15.1BQ3 25Q4 2025: $14.42 billion in 33 positions$14.4BQ4 25Q1 2026: $11.16 billion in 29 positions$11.2BQ1 26Q2 2026: $10.29 billion in 28 positions$10.3BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 1Added 11Held 1Trimmed 15Sold out 2
Opened: 1Added: 11Held: 1Trimmed: 15Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Stryker Corp. SYK$161.3 million

Added to 11

  1. Moody's Corp. MCO+172,155 shares · +47%
  2. Intuit Inc. INTU+271,526 shares · +33%
  3. Cooper Companies, Inc. COO+369,284 shares · +8%
  4. MercadoLibre, Inc. MELI+15,090 shares · +3%
  5. Spotify Technology S.A. SPOT+50,549 shares · +15%
  6. MSCI Inc. MSCI+36,176 shares · +7%
  7. Equifax Inc. EFX+56,974 shares · +3%
  8. Sea Limited SE+75,505 shares · +81%

and 3 more in the table below

Trimmed 15

  1. Microsoft Corp. MSFT-1.4 million shares · -30%
  2. Workday, Inc. WDAY-1.9 million shares · -45%
  3. Charles Schwab Corp. SCHW-1.1 million shares · -41%
  4. Danaher Corp. DHR-512,799 shares · -7%
  5. West Pharmaceutical Services Inc. WST-215,654 shares · -10%
  6. Remitly Global, Inc. RELY-2.8 million shares · -36%
  7. Amazon.com Inc. AMZN-208,205 shares · -4%
  8. Nutanix, Inc. NTNX-794,661 shares · -11%

and 7 more in the table below

Sold out of 2

  1. Thermo Fisher Scientific Inc. TMO$380.2 million last quarter
  2. Accenture plc ACN$102.8 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Danaher Corp. DHR6,761,596$1.29 billion12.52%-512,799
Amazon.com Inc. AMZN5,193,506$1.24 billion12.03%-208,205
Microsoft Corp. MSFT3,113,553$1.16 billion11.29%-1,355,466
MercadoLibre, Inc. MELI472,716$802.4 million7.80%+15,090
West Pharmaceutical Services Inc. WST2,028,322$728.2 million7.08%-215,654
Alphabet Inc. GOOGL1,997,385$713.8 million6.94%-36,079
Visa Inc. V1,526,992$523.9 million5.09%+12,323
Steris plc STE2,280,698$480.2 million4.67%-27,761
Trimble Inc. TRMB7,190,197$368.0 million3.58%-590,293
Cooper Companies, Inc. COO4,968,673$356.3 million3.46%+369,284
Nutanix, Inc. NTNX6,709,160$341.9 million3.32%-794,661
MSCI Inc. MSCI538,342$301.5 million2.93%+36,176
Equifax Inc. EFX1,832,583$290.9 million2.83%+56,974
Intuit Inc. INTU1,095,488$285.9 million2.78%+271,526
Workday, Inc. WDAY2,311,084$282.9 million2.75%-1,870,802
Moody's Corp. MCO538,516$243.9 million2.37%+172,155
Spotify Technology S.A. SPOT378,559$173.8 million1.69%+50,549
Stryker Corp. SYK512,346$161.3 million1.57%new
Charles Schwab Corp. SCHW1,611,555$148.7 million1.45%-1,132,148
Remitly Global, Inc. RELY4,892,320$109.6 million1.07%-2,800,000
Servicetitan TTAN1,180,780$83.5 million0.81%-570,444
Taiwan Semiconductor Manufacturing Company Limited TSM141,665$67.7 million0.66%+2,721
H World Group Ltd HTHT1,151,118$48.0 million0.47%+78,339
Sophia Genetics SA SOPH6,789,560$39.2 million0.38%no change
Sea Limited SE168,830$16.2 million0.16%+75,505
Cognizant Technology Solutions Corp. CTSH396,547$15.4 million0.15%-31,463
Coupang Inc. Class A CPNG745,027$12.9 million0.13%-111,282
Freshworks Inc. FRSH631,598$6.4 million0.06%-71,809
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.